Send us a text ([ Ссылка ])
In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding processes and low-cost options, this episode is for you!
In this episode you’ll hear:
• Challenges of managing multiple clients at the same time
• Specific details of the onboarding process using Dubsado, including lead capture, proposal creation, reminders, contract creation, and invoicing
• Intake forms tailored to client needs
• Introduction of the Dubsado Decoded ([ Ссылка ]) course and its features
• Use of email templates throughout the onboarding process
Resources mentioned in this episode:
Some of these are affiliate links.
• Dubsado ([ Ссылка ]) CRM
• Dubsado Decoded Course ([ Ссылка ])
• Free Onboarding Templates ([ Ссылка ])
• The Bookkeeping Client Closer ([ Ссылка ])
• The Bookkeeping Biz Workshops ([ Ссылка ])
• The Bookkeeping Business Accelerator® ([ Ссылка ])
• Elevate ([ Ссылка ])
• Kickoff with Asana for Bookkeepers & Accountants ([ Ссылка ])
• Hello Sign/Dropbox Sign ([ Ссылка ])
• Adobe Acrobat ([ Ссылка ])
• PDF Expert ([ Ссылка ])
• HoneyBook ([ Ссылка ])
• Google Workspace ([ Ссылка ])
• Canva ([ Ссылка ])
• Acuity ([ Ссылка ])
• Zapier ([ Ссылка ])
• Asana ([ Ссылка ])
• Slack ([ Ссылка ])
• Threads - follow me @ambitiousbookkeeper
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper ([ Ссылка ])
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
• Visit our website: ambitiousbookkeeper.com ([ Ссылка ])
• Follow the Blog: ambitiousbookkeeper.com/blog ([ Ссылка ])
• Connect on Instagram: instagram.com/ambitiousbookkeeper ([ Ссылка ])
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup ([ Ссылка ])
• Connect on Facebook: Facebook.com/serenashoupcpa ([ Ссылка ])
Podcast Publishing Tools we use:
• Podcast Editing: Sabr Media LLC ([ Ссылка ])
• Descript ([ Ссылка ]) (affiliate link)
• Buzzsprout ([ Ссылка ]) (affiliate link)
